SERVICES WE OFFER
Investment Management
If you prefer a portfolio that minimizes taxes, keeps costs low, and provides the philosophy that gives you the best chance for investment success, then we are likely the right fit for you.
Our Portfolios:
Multiple strategies available.
Lead strategy is passive indexing.
Designed to minimize fees.
Minimize taxes through asset location.
We utilize an elegantly simple approach. Some people think bigger is better, and the more complicated the portfolio, the more sophisticated it is. Complexity may make for a better story, but it often fails to deliver in terms of long-term performance. With all the uncertainty around its benefits, the one thing we know for sure about complexity is that it adds costs and can be very confusing. We believe less is more and that simplicity is the ultimate sophistication. As a result, we keep the number of positions low to keep the costs of establishing and rebalancing low, we minimize trading to keep transaction costs low, and we work hard to keep the internal expenses of the portfolio as low as possible.
FREQUENTLY ASKED QUESTIONS
Have questions? We have answers
Explore our frequently asked questions to learn more about our services and how we can help you.
Along with providing financial planning and investment management services, we build customized tax and business plans for dental practice owners. Our background in tax compliance and dental business planning equips us with specialized insights, allowing us to cater specifically to the dental industry. This niche focus enables us to deliver tailored solutions for dental practice owners.
Top three reasons: Dental industry knowledge, tax knowledge, and over 20 years of experience. I spent over 14 years working exclusively with doctors learning the business side of dentistry while building tax and business plans for them, have big four public accounting tax experience, and provided investment management services at Vanguard where I managed assets for high-net-worth individuals.
The great Yogi Berra once said “If you don’t know where you are going, you might wind up someplace else.” Trying to achieve your financial goals without a wealth plan is like practicing dentistry without an x-ray – it doesn’t work very well. A wealth plan serves as a comprehensive roadmap to help you make informed decisions to achieve your financial goals and secure your financial future.
Along with providing financial planning and investment management services, we build customized tax and business plans for dental practice owners. Our background in tax compliance and dental business planning equips us with unique insights, allowing us to cater specifically to the dental industry. This niche focus enables us to deliver tailored solutions for dental practice owners.
Top three reasons: Dental industry knowledge, tax expertise, and over 20 years of experience. I spent over 14 years working exclusively with doctors learning the business side of dentistry, built over 500 tax and business plans for doctors, have big four public accounting tax expertise, and provided investment management services at Vanguard where I managed over $300 million of client assets.
The great Yogi Berra once said “If you don’t know where you are going, you might wind up someplace else.” Trying to achieve your financial goals without a wealth plan is like practicing dentistry without an x-ray – it doesn’t work very well. A wealth plan serves as a comprehensive roadmap to help you make informed decisions to achieve your financial goals and secure your financial future.
No – while investment management is an optional service, doctors may choose to engage our wealth planning service on a stand-alone basis, or they may utilize both the wealth planning and investment management services.
No – our goal is to help doctors achieve financial freedom, including young doctors that have not accumulated a lot of investable assets yet.
We have multiple investment strategy options but our lead strategy is a passive, index based approach designed to minimize taxes, minimize fees, and provide the philosophy that gives investors the best chance of investment success.
Yes – we do what’s best for the client.
Yes – we work with doctors all over the United States.
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